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CCOR vs CVRT

Core Alternative ETF vs Calamos Convertible Equity Alternative ETF

CCOR

Core Alternative ETF

Annual cost

1.29%

Fund size

$27M

CVRT

Calamos Convertible Equity Alternative ETF

Annual cost

0.69%

Fund size

$29M

Key differences

CCOR is an alternative ETF, while CVRT is a fixed income ETF. CCOR charges 1.29% a year and CVRT 0.69%.

  • CCOR is an alternative fund, while CVRT is a fixed income fund. They carry different risk/return profiles.
  • CVRT costs 0.60% less per year.
  • CCOR has a longer track record, which may reduce uncertainty around long-term behavior.

Side-by-side comparison

CCORCVRT
Annual cost (TER)1.29%0.69%
Fund size (AUM)$27M$29M
Since20172023
Dividend yield1.10%1.42%
Asset classalternativefixed income
Regionnorth americanorth america
Strategyoption incomeoption income
CAGR 1Y-4.5%+67.2%
CAGR 3Y-1.5%N/A
CAGR 5Y-2.3%N/A
Sharpe 3Y-0.46N/A
Volatility 1Y7.18%22.18%
Max drawdown-22.99%-20.71%

Beyond the comparison: Beacon helps you build, track, and project a portfolio with the ETFs you pick.

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